Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
2025
Q1
$1.46M Buy
2024
Q4
$1.2M Buy
2024
Q3
$422K Sell
2024
Q2
$400K Sell
2024
Q1
$427K Buy
2023
Q4
$333K Sell
2023
Q3
$371K Buy
2023
Q2
$410K Sell
2023
Q1
$463K Buy
2022
Q2
Sell
2022
Q1
$262K Sell
2021
Q4
$324K Buy
2021
Q3
$288K Buy
2021
Q2
$252K Buy
2021
Q1
$217K Sell
2020
Q4
$228K Buy
2017
Q3
Sell
2017
Q2
$287K Buy